Once you've configured an Automate365 automation, it can be managed right within the app. This article walks you through understanding where your automations live in the App and the various actions you can take to manage them.
New to Automate365 Automations? Before diving into managing your automations, get a comprehensive overview of all automation types and their common features in our article: Understanding Automations.
Access your Automations
Effectively managing your Automate365 automations is crucial for keeping control over your workspace provisioning and ensuring consistently smooth deployments. This allows you to update, track, duplicate, and organize your workflows. To access your automations
Log in to the BindTuning App.
In the left-hand navigation, click on "Automations".
This section presents a list of all your Automations and their current status.
Looking to monitor all your workspace automations? Learn how to track the execution and status of all your workflows in our dedicated article:
View Automation status
The Status column provides a view of an automation's current state. This allows you to quickly assess the health and readiness of each automation. Below is a list of the possible statuses you may find:
|
| Status and meaning |
 |
| Active: The automation is ready to run. |
 |  | Running: The automation is running. |
 |  | Stopped: Manually disabled. Toggle on to re-enable. |
 |  | Draft: Still in edit phase. Publish to activate. |
 |  | Unable to connect: Credentials may be expired, or this connection may have been deleted. Click Reconnect. |
Change Automation status (activate/deactivate)
You can temporarily change an automation’s status to "Stopped." A stopped automation will not actively execute its defined workflows, but it is not deleted from your list. This is useful for pausing an automation for maintenance, conducting tests, or simply taking it out of active monitoring without deleting it entirely.
From the Automations list, find the automation whose status you wish to change.
Click the toggle switch in the "Status" column.
Note: Only active automations can be stopped.
Edit an Automation
This action allows you to modify the parameters of your automation. You can easily navigate through the automation wizard steps to quickly access and modify the specific section you need. You can adjust your automation's behavior and ensure it continuously meets your evolving requirements.
Note: While most aspects of an automation can be modified, the initial connection type defined for the automation (e.g., SharePoint, SQL) cannot be changed after creation. If a different connection type is required, a new automation will need to be created.
To edit an automation:
Locate the Automation: Use the search bar or filters in the 'All automations' view to find the specific automation you wish to edit.
Access Edit Mode: Once located, click the edit icon (represented by a pencil) next to the automation's name.
Navigate and Modify: You will be redirected to the automation builder. Move through the wizard steps to easily find and modify the desired section of your automation.
Save Changes: After making your modifications, remember to save your changes to apply them.
Duplicate an automation
Duplicating/copying an automation is valuable for several reasons: it allows you to test new configurations without affecting live automations, quickly create variations of existing workflows for different needs, or even restore a previous setup by duplicating an older version.
To duplicate an automation:
Use the search bar or filters in the 'All automations' view to find the specific automation you wish to duplicate.
Once located, hover over the automation and click the ellipsis (...).
From the dropdown menu, select 'Duplicate'.
Note: The new duplicated automation will be created in draft.
Delete an automation
Caution! This action cannot be reverted. Deleting an automation is permanent, and its configuration cannot be recovered afterward.
This action permanently removes an automation from the BindTuning App. It's crucial to understand what this means before you proceed:
When deleted, the automation's entire configuration is lost, including its specific trigger conditions, data mapping, and any other custom settings you've applied.
The automation will no longer monitor or execute its defined workflows, and any future triggers for that workflow will simply be ignored.
However, deleting an automation won't affect the underlying connections, templates, or data sources it used; these components remain available for use in other automations.
To delete an automation:
Locate the Automation: Find the specific automation you wish to delete in the 'All automations' view. You can use the search bar or filters to help.
Access Actions: Hover over the automation and click the ellipsis (...).
Delete: From the dropdown menu, select 'Delete'. You will typically be prompted to confirm this permanent action.